True North Advisors, LLC Diversified Active

CIK: 0001634556 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $339,975 (100.0% shares, 0.0% debt)

Holdings (197)

LII LENNOX INTL INC 14.5%
Value ($000) $49,418 Shares 196,664 Est. Cost $244.74 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 8.5%
Value ($000) $29,008 Shares 93,947 Est. Cost $223.63 Unrealized +37.8%
AAPL APPLE INC 6.5%
Value ($000) $22,085 Shares 133,929 Est. Cost $106.13 Unrealized +37.1%
MSFT MICROSOFT CORP 2.4%
Value ($000) $8,298 Shares 28,782 Est. Cost $173.73 Unrealized +43.6%
DOW DOW INC 2.2%
Value ($000) $7,312 Shares 133,374 Est. Cost $39.12 Unrealized +20.9%
SPDW SPDR INDEX SHS FDS 1.8%
Value ($000) $6,278 Shares 195,444 Est. Cost $31.66 Unrealized
GOOG ALPHABET INC 1.8%
Value ($000) $6,225 Shares 59,854 Est. Cost $94.83 Unrealized +1.1%
CTVA CORTEVA INC 1.8%
Value ($000) $6,019 Shares 99,794 Est. Cost $27.89 Unrealized +112.0%
DD DUPONT DE NEMOURS INC 1.7%
Value ($000) $5,942 Shares 82,798 Est. Cost $25.29 Unrealized +13.4%
BA BOEING CO 1.5%
Value ($000) $5,027 Shares 23,663 Est. Cost $222.13 Unrealized -6.5%
IWF ISHARES TR 1.3%
Value ($000) $4,491 Shares 18,379 Est. Cost $200.76 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,817 Shares 34,809 Est. Cost $53.57 Unrealized +87.0%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $3,760 Shares 9,184 Est. Cost $355.96 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $3,512 Shares 33,860 Est. Cost $94.32 Unrealized +1.0%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $3,502 Shares 21,461 Est. Cost $82.81 Unrealized +79.3%
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $3,407 Shares 2,003 Est. Cost $201.35 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $3,392 Shares 7,177 Est. Cost $264.50 Unrealized +72.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,175 Shares 20,486 Est. Cost $121.55 Unrealized +21.7%
PFE PFIZER INC 0.9%
Value ($000) $3,136 Shares 76,861 Est. Cost $27.76 Unrealized +31.6%
PCH POTLATCHDELTIC CORPORATION 0.9%
Value ($000) $3,092 Shares 62,468 Est. Cost $49.50 Unrealized
OXY OCCIDENTAL PETE CORP 0.9%
Value ($000) $3,045 Shares 48,780 Est. Cost $22.95 Unrealized +157.8%
TOTL SSGA ACTIVE ETF TR 0.9%
Value ($000) $2,894 Shares 70,543 Est. Cost $40.86 Unrealized
WY WEYERHAEUSER CO MTN BE 0.8%
Value ($000) $2,855 Shares 94,760 Est. Cost $17.02 Unrealized +68.0%
COP CONOCOPHILLIPS 0.8%
Value ($000) $2,704 Shares 27,258 Est. Cost $42.09 Unrealized +136.4%
BAC BANK AMERICA CORP 0.8%
Value ($000) $2,681 Shares 93,756 Est. Cost $22.40 Unrealized +36.5%
FDX FEDEX CORP 0.8%
Value ($000) $2,678 Shares 11,720 Est. Cost $121.95 Unrealized +56.3%
FISV FISERV INC 0.7%
Value ($000) $2,544 Shares 22,506 Est. Cost $107.69 Unrealized +2.2%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,514 Shares 5,060 Est. Cost $380.08 Unrealized +24.0%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $2,415 Shares 46,100 Est. Cost $66.70 Unrealized +5.3%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,354 Shares 62,102 Est. Cost $33.47 Unrealized +3.5%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,345 Shares 23,423 Est. Cost $128.45 Unrealized -23.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,334 Shares 5,700 Est. Cost $355.96 Unrealized
COF CAPITAL ONE FINL CORP 0.7%
Value ($000) $2,308 Shares 24,000 Est. Cost $56.64 Unrealized +76.0%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $2,287 Shares 61,194 Est. Cost $26.87 Unrealized +50.6%
CUBE CUBESMART 0.7%
Value ($000) $2,254 Shares 48,761 Est. Cost $31.47 Unrealized
ET ENERGY TRANSFER L P 0.7%
Value ($000) $2,252 Shares 180,609 Est. Cost $12.47 Unrealized
MKL MARKEL CORP 0.6%
Value ($000) $2,164 Shares 1,694 Est. Cost $1257.02 Unrealized +5.7%
MRK MERCK & CO INC 0.6%
Value ($000) $2,074 Shares 19,492 Est. Cost $65.14 Unrealized +51.5%
HPQ HP INC 0.6%
Value ($000) $2,039 Shares 69,455 Est. Cost $25.72 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.6%
Value ($000) $2,001 Shares 31,687 Est. Cost $56.25 Unrealized +13.4%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,934 Shares 14,840 Est. Cost $111.71 Unrealized +14.7%
BX BLACKSTONE INC 0.5%
Value ($000) $1,850 Shares 21,066 Est. Cost $78.64 Unrealized +3.2%
SNY SANOFI 0.5%
Value ($000) $1,817 Shares 33,394 Est. Cost $50.88 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,814 Shares 11,000 Est. Cost $85.61 Unrealized +86.9%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,808 Shares 36,818 Est. Cost $23.11 Unrealized +113.7%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,775 Shares 5,170 Est. Cost $191.23 Unrealized +72.5%
WMT WALMART INC 0.5%
Value ($000) $1,726 Shares 11,707 Est. Cost $39.38 Unrealized +16.3%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,681 Shares 9,039 Est. Cost $113.16 Unrealized +42.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $1,671 Shares 17,068 Est. Cost $68.34 Unrealized +35.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,669 Shares 20,112 Est. Cost $54.15 Unrealized +37.9%
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $1,638 Shares 17,136 Est. Cost $48.38 Unrealized +36.2%
CI THE CIGNA GROUP 0.5%
Value ($000) $1,533 Shares 6,000 Est. Cost $265.72 Unrealized +3.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,498 Shares 19,930 Est. Cost $60.39 Unrealized +15.2%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,488 Shares 21,474 Est. Cost $49.22 Unrealized +24.9%
NVS NOVARTIS AG 0.4%
Value ($000) $1,480 Shares 16,082 Est. Cost $86.81 Unrealized
FAST FASTENAL CO 0.4%
Value ($000) $1,479 Shares 27,427 Est. Cost $17.75 Unrealized +34.6%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $1,387 Shares 3,905 Est. Cost $264.97 Unrealized +30.1%
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,378 Shares 9,512 Est. Cost $98.74 Unrealized +41.7%
IWD ISHARES TR 0.4%
Value ($000) $1,340 Shares 8,800 Est. Cost $136.33 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,338 Shares 7,338 Est. Cost $116.28 Unrealized +36.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,338 Shares 5,845 Est. Cost $159.39 Unrealized +44.7%
WMB WILLIAMS COS INC 0.4%
Value ($000) $1,332 Shares 44,602 Est. Cost $17.85 Unrealized +52.1%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $1,326 Shares 500 Est. Cost $1867.55 Unrealized +28.2%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,301 Shares 12,597 Est. Cost $126.24 Unrealized -23.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value ($000) $1,298 Shares 81,455 Est. Cost $10.68 Unrealized +35.5%
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $1,278 Shares 73,217 Est. Cost $4.56 Unrealized +273.6%
SGOL ABRDN GOLD ETF TRUST 0.4%
Value ($000) $1,260 Shares 66,759 Est. Cost $18.87 Unrealized
MET METLIFE INC 0.4%
Value ($000) $1,252 Shares 21,600 Est. Cost $36.54 Unrealized +69.1%
ACVA ACV AUCTIONS INC 0.4%
Value ($000) $1,242 Shares 96,198 Est. Cost $8.36 Unrealized +30.8%
ABT ABBOTT LABS 0.4%
Value ($000) $1,233 Shares 12,178 Est. Cost $76.19 Unrealized +31.3%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,228 Shares 8,795 Est. Cost $56.34 Unrealized +118.3%
MPC MARATHON PETE CORP 0.4%
Value ($000) $1,227 Shares 9,103 Est. Cost $34.39 Unrealized +241.8%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,221 Shares 3,734 Est. Cost $187.66 Unrealized +72.5%
CHTR CHARTER COMMUNICATIONS INC N 0.4%
Value ($000) $1,212 Shares 3,390 Est. Cost $491.13 Unrealized -23.9%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $1,200 Shares 26,407 Est. Cost $31.07 Unrealized +44.0%
TE CONNECTIVITY LTD 0.4%
Value ($000) $1,191 Shares 9,084 Est. Cost $114.80 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,183 Shares 4,120 Est. Cost $208.76 Unrealized +29.4%
APA APA CORPORATION 0.3%
Value ($000) $1,139 Shares 31,573 Est. Cost $36.12 Unrealized 0.0%
CLW CLEARWATER PAPER CORP 0.3%
Value ($000) $1,088 Shares 32,570 Est. Cost $27.81 Unrealized +29.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,075 Shares 20,556 Est. Cost $42.02 Unrealized +6.7%
MAXAR TECHNOLOGIES INC 0.3%
Value ($000) $1,047 Shares 20,500 Est. Cost $51.74 Unrealized
DEO DIAGEO PLC 0.3%
Value ($000) $1,013 Shares 5,589 Est. Cost $178.19 Unrealized
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $1,007 Shares 9,000 Est. Cost $95.95 Unrealized +6.0%
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $947 Shares 20,351 Est. Cost $46.55 Unrealized
CBRE CBRE GROUP INC 0.3%
Value ($000) $940 Shares 12,917 Est. Cost $73.85 Unrealized +10.6%
IWO ISHARES TR 0.3%
Value ($000) $938 Shares 4,136 Est. Cost $215.32 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $931 Shares 2 Est. Cost $448761.72 Unrealized +4.0%
PAGP PLAINS GP HLDGS L P 0.3%
Value ($000) $853 Shares 65,003 Est. Cost $13.12 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.2%
Value ($000) $846 Shares 8,700 Est. Cost $86.53 Unrealized +19.8%
TGT TARGET CORP 0.2%
Value ($000) $834 Shares 5,037 Est. Cost $133.78 Unrealized +11.1%
TFC TRUIST FINL CORP 0.2%
Value ($000) $809 Shares 23,728 Est. Cost $29.78 Unrealized +25.2%
PSX PHILLIPS 66 0.2%
Value ($000) $801 Shares 7,897 Est. Cost $54.57 Unrealized +67.9%
KMX CARMAX INC 0.2%
Value ($000) $799 Shares 12,425 Est. Cost $65.64 Unrealized +2.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $798 Shares 5,366 Est. Cost $114.57 Unrealized +16.3%
CVS CVS HEALTH CORP 0.2%
Value ($000) $795 Shares 10,700 Est. Cost $59.05 Unrealized +27.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $784 Shares 6,142 Est. Cost $106.05 Unrealized +9.8%
TRGP TARGA RES CORP 0.2%
Value ($000) $780 Shares 10,697 Est. Cost $23.71 Unrealized +191.7%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $768 Shares 23,700 Est. Cost $20.56 Unrealized +43.1%
UNP UNION PAC CORP 0.2%
Value ($000) $766 Shares 3,805 Est. Cost $156.23 Unrealized +21.2%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $764 Shares 43,636 Est. Cost $12.19 Unrealized +25.0%
VIPER ENERGY PARTNERS LP 0.2%
Value ($000) $763 Shares 27,260 Est. Cost $28.00 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.2%
Value ($000) $761 Shares 28,859 Est. Cost $26.37 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $754 Shares 4,732 Est. Cost $134.91 Unrealized +2.4%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $750 Shares 2,623 Est. Cost $264.02 Unrealized -1.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $749 Shares 2,335 Est. Cost $260.50 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $722 Shares 25,000 Est. Cost $13.38 Unrealized +111.3%
V VISA INC 0.2%
Value ($000) $715 Shares 3,170 Est. Cost $184.03 Unrealized +18.4%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $708 Shares 15,479 Est. Cost $19.73 Unrealized +118.4%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $689 Shares 3,495 Est. Cost $156.92 Unrealized +8.7%
IAU ISHARES GOLD TR 0.2%
Value ($000) $682 Shares 18,249 Est. Cost $37.37 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $674 Shares 4,277 Est. Cost $150.99 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $673 Shares 2,023 Est. Cost $286.49 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $637 Shares 30,617 Est. Cost $20.80 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $632 Shares 11,644 Est. Cost $54.26 Unrealized
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $617 Shares 19,856 Est. Cost $29.12 Unrealized +0.1%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $606 Shares 8,734 Est. Cost $52.86 Unrealized
SNPS SYNOPSYS INC 0.2%
Value ($000) $579 Shares 1,500 Est. Cost $169.54 Unrealized +110.7%
IWN ISHARES TR 0.2%
Value ($000) $569 Shares 4,156 Est. Cost $131.79 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $548 Shares 854 Est. Cost $48.01 Unrealized +19.9%
CE CELANESE CORP DEL 0.2%
Value ($000) $544 Shares 5,000 Est. Cost $75.33 Unrealized +46.7%
ORCL ORACLE CORP 0.2%
Value ($000) $528 Shares 5,685 Est. Cost $62.34 Unrealized +36.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $527 Shares 5,380 Est. Cost $47.32 Unrealized +72.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $521 Shares 13,646 Est. Cost $26.08 Unrealized +24.4%
META META PLATFORMS INC 0.1%
Value ($000) $495 Shares 2,336 Est. Cost $207.54 Unrealized -18.5%
HD HOME DEPOT INC 0.1%
Value ($000) $490 Shares 1,660 Est. Cost $221.85 Unrealized +28.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $487 Shares 1,029 Est. Cost $328.17 Unrealized +32.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $475 Shares 2,483 Est. Cost $161.41 Unrealized +9.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $468 Shares 5,709 Est. Cost $71.08 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $467 Shares 7,000 Est. Cost $60.04 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $466 Shares 5,141 Est. Cost $69.99 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $462 Shares 2,696 Est. Cost $169.33 Unrealized +1.6%
WPC WP CAREY INC 0.1%
Value ($000) $460 Shares 5,939 Est. Cost $77.45 Unrealized
GSK GSK PLC 0.1%
Value ($000) $458 Shares 12,878 Est. Cost $29.42 Unrealized
FOXA FOX CORP 0.1%
Value ($000) $454 Shares 13,333 Est. Cost $29.32 Unrealized +11.0%
IVV ISHARES TR 0.1%
Value ($000) $418 Shares 1,016 Est. Cost $321.78 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $414 Shares 1,489 Est. Cost $24.58 Unrealized -12.0%
PIONEER NAT RES CO 0.1%
Value ($000) $403 Shares 1,975 Est. Cost $195.92 Unrealized
JUNIPER NETWORKS INC 0.1%
Value ($000) $396 Shares 11,500 Est. Cost $22.79 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $386 Shares 6,225 Est. Cost $45.42 Unrealized +22.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $385 Shares 292 Est. Cost $865.24 Unrealized +31.5%
USPH U S PHYSICAL THERAPY 0.1%
Value ($000) $381 Shares 3,890 Est. Cost $100.60 Unrealized -5.1%
UNILEVER PLC 0.1%
Value ($000) $375 Shares 7,226 Est. Cost $50.40 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $370 Shares 2,013 Est. Cost $177.38 Unrealized -0.8%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $356 Shares 10,936 Est. Cost $47.24 Unrealized -32.6%
SPMB SPDR SER TR 0.1%
Value ($000) $348 Shares 15,669 Est. Cost $22.18 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $348 Shares 3,817 Est. Cost $83.60 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $343 Shares 1,523 Est. Cost $225.23 Unrealized
TRP TC ENERGY CORP 0.1%
Value ($000) $342 Shares 8,793 Est. Cost $36.81 Unrealized -4.7%
T AT&T INC 0.1%
Value ($000) $339 Shares 17,613 Est. Cost $16.67 Unrealized -1.8%
LOW LOWES COS INC 0.1%
Value ($000) $339 Shares 1,695 Est. Cost $180.07 Unrealized +6.7%
ARLP ALLIANCE RESOURCE PARTNERS L 0.1%
Value ($000) $326 Shares 16,164 Est. Cost $20.17 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $324 Shares 4,015 Est. Cost $84.57 Unrealized -11.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $321 Shares 883 Est. Cost $283.58 Unrealized +26.0%
NUE NUCOR CORP 0.1%
Value ($000) $318 Shares 2,060 Est. Cost $152.30 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $318 Shares 2,711 Est. Cost $117.18 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $310 Shares 20,050 Est. Cost $15.46 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $306 Shares 1,477 Est. Cost $174.45 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $302 Shares 1,692 Est. Cost $190.14 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $292 Shares 1,461 Est. Cost $77.54 Unrealized +9.3%
HSY HERSHEY CO 0.1%
Value ($000) $291 Shares 1,145 Est. Cost $198.68 Unrealized +9.3%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $290 Shares 25,910 Est. Cost $12.21 Unrealized -0.4%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $287 Shares 11,500 Est. Cost $24.97 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $287 Shares 4,527 Est. Cost $56.11 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $287 Shares 1,435 Est. Cost $166.88 Unrealized 0.0%
ALLY ALLY FINL INC 0.1%
Value ($000) $286 Shares 11,205 Est. Cost $25.73 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $286 Shares 741 Est. Cost $355.42 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $285 Shares 2,160 Est. Cost $94.33 Unrealized +29.1%
MPLX MPLX LP 0.1%
Value ($000) $277 Shares 8,033 Est. Cost $34.45 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $275 Shares 3,217 Est. Cost $58.78 Unrealized +22.4%
AFL AFLAC INC 0.1%
Value ($000) $260 Shares 4,024 Est. Cost $50.98 Unrealized +26.1%
TRN TRINITY INDS INC 0.1%
Value ($000) $236 Shares 9,690 Est. Cost $17.77 Unrealized +32.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $233 Shares 911 Est. Cost $243.83 Unrealized +1.0%
MMM 3M CO 0.1%
Value ($000) $229 Shares 2,181 Est. Cost $108.87 Unrealized -22.0%
AON AON PLC 0.1%
Value ($000) $229 Shares 727 Est. Cost $303.19 Unrealized 0.0%
ICF ISHARES TR 0.1%
Value ($000) $229 Shares 4,117 Est. Cost $55.54 Unrealized
SOUTHSTATE CORPORATION 0.1%
Value ($000) $224 Shares 3,137 Est. Cost $81.29 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $220 Shares 910 Est. Cost $205.57 Unrealized +9.0%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $218 Shares 2,874 Est. Cost $71.05 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $215 Shares 1,872 Est. Cost $58.20 Unrealized +87.8%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $214 Shares 556 Est. Cost $385.47 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $205 Shares 2,549 Est. Cost $80.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $205 Shares 5,260 Est. Cost $32.70 Unrealized 0.0%
COHR COHERENT CORP 0.1%
Value ($000) $203 Shares 5,333 Est. Cost $47.89 Unrealized -15.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $202 Shares 4,533 Est. Cost $36.29 Unrealized 0.0%
AEGON N V 0.1%
Value ($000) $179 Shares 41,667 Est. Cost $2.93 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $170 Shares 13,499 Est. Cost $8.61 Unrealized +18.4%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $157 Shares 16,666 Est. Cost $17.48 Unrealized -32.5%
HLN HALEON PLC 0.0%
Value ($000) $131 Shares 16,100 Est. Cost $6.07 Unrealized
OUSTER INC 0.0%
Value ($000) $122 Shares 145,550 Est. Cost $0.84 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $111 Shares 11,338 Est. Cost $43.62 Unrealized -80.1%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $103 Shares 17,747 Est. Cost $8.27 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $49 Shares 10,000 Est. Cost $3.77 Unrealized
CORENERGY INFRASTRUCTURE TR 0.0%
Value ($000) $34 Shares 50,000 Est. Cost $0.70 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $20 Shares 14,000 Est. Cost $1.67 Unrealized -23.1%
STRYVE FOODS INC 0.0%
Value ($000) $20 Shares 41,000 Est. Cost $0.48 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $19 Shares 81,500 Est. Cost $0.30 Unrealized -23.3%
QURATE RETAIL INC 0.0%
Value ($000) $13 Shares 13,333 Est. Cost $1.63 Unrealized